Advisory Services Network’s Kadant KAI Stock Holding History

Advisory Services Network’s Portfolio KAI Stock Details KAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11	Closed	-$3.22K	–	3489
2026 Q1	$3.22K	Buy	+11	New	+$3.53K	﹤0.01%	4007
2025 Q4	–	Sell	-11	Closed	-$3.27K	–	3133
2025 Q3	$3.27K	Buy	+11	New	+$3.59K	﹤0.01%	3667
2024 Q1	–	Sell	-116	Closed	-$32.5K	–	2619
2023 Q4	$32.5K	Buy	+116	New	+$29K	﹤0.01%	2255
2023 Q2	–	Sell	-178	Closed	-$37.1K	–	2600
2023 Q1	$37.1K	Hold	178	–	–	﹤0.01%	2186
2022 Q4	$31.6K	Buy	+178	New	+$31.7K	﹤0.01%	2207
2022 Q1	–	Sell	-954	Closed	-$219K	–	1505
2021 Q4	$219K	Buy	+954	New	+$213K	0.01%	1262
2021 Q3	–	Sell	-178	Closed	-$31K	–	2380
2021 Q2	$31K	Buy	+178	New	+$31.3K	﹤0.01%	2254
2021 Q1	–	Sell	-249	Closed	-$35K	–	2191
2020 Q4	$35K	Hold	249	–	–	﹤0.01%	1860
2020 Q3	$27K	Buy	+249	New	+$28.2K	﹤0.01%	1928
2020 Q2	–	Sell	-315	Closed	-$24K	–	1947
2020 Q1	$24K	Hold	315	–	–	﹤0.01%	1760
2019 Q4	$33K	Buy	315 +63	+25%	+$5.98K	﹤0.01%	1729
2019 Q3	$23K	Hold	252	–	–	﹤0.01%	1747
2019 Q2	$23K	Hold	252	–	–	﹤0.01%	1745
2019 Q1	$22K	Hold	252	–	–	﹤0.01%	1574
2018 Q4	$21K	Sell	252 -37	-13%	-$3.46K	﹤0.01%	1475
2018 Q3	$31K	Buy	+289	New	+$28.7K	﹤0.01%	1416

Other funds holding KAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Services Network's KAI Position: Q2 2026 in Review

Advisory Services Network sold out of Kadant (KAI) in Q2 2026, closing a stake of 11 shares — an estimated $3.22K sold.

Advisory Services Network first reported a position in KAI in Q3 2018 and held it in 16 quarters. The position peaked at $219K in Q4 2021. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Advisory Services Network reported no remaining Kadant position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 11 Kadant shares in Q2 2026, an estimated $3.22K.
Advisory Services Network first reported a position in Kadant in Q3 2018 and held it in 16 quarters.
Advisory Services Network's Kadant position peaked at $219K in Q4 2021.
326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.